See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,890 | $73,515-93.3% | $62,995-92.2% | $147,584-96.7% |
| Participation rate | 89.5% | 77.9%+11.6pp | 74.8%+14.7pp | 82.8%+6.6pp |
| Annual return | 59.48% | 175.43%-115.9pp | 87.57%-28.1pp | 578.55%-519.1pp |
| Employer contribution / active EE | $1,759 | $3,320-47.0% | $2,759-36.2% | $4,876-63.9% |
| Participant deferral / active EE | $2,881 | $4,185-31.2% | $3,329-13.5% | $5,439-47.0% |
| Admin fee / account holder | $576 | $5,953-90.3% | $3,600-84.0% | $10,885-94.7% |